HCIA
MLPI
Hochman Cole Investment Advisors’s UBS E-TRACS Alerian MLP Infrastructure ETN MLPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-9,173
| Closed | -$208K | – | 116 |
|
|
2019
Q1 | $208K | Buy |
+9,173
| New | +$208K | 0.12% | 108 |
|
|
2018
Q1 | – | Sell |
-9,547
| Closed | -$231K | – | 106 |
|
|
2017
Q4 | $231K | Sell |
9,547
-8,637
| -47% | -$209K | 0.15% | 91 |
|
|
2017
Q3 | $457K | Sell |
18,184
-1,869
| -9% | -$47K | 0.3% | 55 |
|
|
2017
Q2 | $535K | Sell |
20,053
-3,420
| -15% | -$91.2K | 0.37% | 51 |
|
|
2017
Q1 | $685K | Hold |
23,473
| – | – | 0.5% | 46 |
|
|
2016
Q4 | $667K | Hold |
23,473
| – | – | 0.48% | 46 |
|
|
2016
Q3 | $666K | Sell |
23,473
-2,479
| -10% | -$70.3K | 0.5% | 46 |
|
|
2016
Q2 | $734K | Hold |
25,952
| – | – | 0.6% | 43 |
|
|
2016
Q1 | $624K | Sell |
25,952
-803
| -3% | -$19.3K | 0.53% | 46 |
|
|
2015
Q4 | $700K | Buy |
+26,755
| New | +$700K | 0.59% | 44 |
|